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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Bellecapital
3201
Bellecapital
Switzerland
$472M +$17.9M +4% 5.08% 152% 167 14.97% 3.6
Stamos Capital Partners
3202
Stamos Capital Partners
California
$471M +$30.8M +7% 1.29% 36.7% 139 12.95% 1.8
Kesler Norman & Wride
3203
Kesler Norman & Wride
Utah
$471M +$76.5K +0% 1.1% 76% 171 11.7% 2.7
Oliver Luxxe Assets
3204
Oliver Luxxe Assets
New Jersey
$471M -$6.34M -1% 0.64% 137% 201 22.89% 2.7
Heron Bay Capital Management
3205
Heron Bay Capital Management
Michigan
$470M -$1.77M -0.4% 0.24% 58.9% 119 32.77% 1.8
Fortis Capital Management
3206
Fortis Capital Management
Washington
$469M +$87.7M +23% 4.89% 82% 133 15.79% 1.9
HCP
3207
Holt Capital Partners
Texas
$469M -$138M -23% 2.02% 69.5% 156 8.97% 6.8
American Money Management
3208
American Money Management
California
$468M -$11M -2% 2.66% 65% 144 11.81% 4.6
Dow Chemical Company
3209
Dow Chemical Company
Michigan
$468M -$170M -27% 3.78% 29.4% 7 57.14% 1.9
Cliffwater
3210
Cliffwater
California
$467M +$96.3M +26% 0.5% 29.4% 26 3.85% 4.8
One Wealth Advisors
3211
One Wealth Advisors
California
$467M -$108M -19% 4.91% 66% 278 27.34% 1.5
Drexel Morgan & Co
3212
Drexel Morgan & Co
Pennsylvania
$467M -$19.2M -4% 4.29% 50.1% 54 5.56% 7.2
Jackson Wealth Management
3213
Jackson Wealth Management
Florida
$466M -$334M -42% 5.29% 72.1% 156 28.21% 1.2
Fortress Investment Group
3214
Fortress Investment Group
New York
$466M -$117M -20% 13.3% 97.5% 15 20% 2.8
Hartford Financial Management
3215
Hartford Financial Management
Connecticut
$466M -$7.36M -2% 1.45% 87.9% 422 15.64% 5.5
Howard Hughes Medical Institute
3216
Howard Hughes Medical Institute
Maryland
$466M +$133M +40% 4.04% 70.9% 2 50% 0.5
Martel Wealth Advisors
3217
Martel Wealth Advisors
Washington
$466M +$5.03M +1% 1.43% 43.4% 54 1.85% 3.9
Schoolcraft Capital
3218
Schoolcraft Capital
Colorado
$466M +$39.7M +9% 0.63% 58.7% 67 4.48% 3.6
TLWM Financial
3219
TLWM Financial
Texas
$465M +$13.9M +3% 1.91% 53.9% 74 9.46% 3.1
CFSG
3220
Community Financial Services Group
Vermont
$464M +$25.4M +6% 5.46% – 143 20.28% 3.8
Regatta Capital Group
3221
Regatta Capital Group
California
$464M +$19.8M +4% 2.56% 78.1% 189 5.29% 1.9
Laffer Tengler Investments
3222
Laffer Tengler Investments
Tennessee
$464M +$76.6M +20% 3.34% 96.5% 465 27.53% 1.8
Nan Fung Trinity
3223
Nan Fung Trinity
Hong Kong
$464M +$24.3M +6% 3.84% 82.3% 33 39.39% 0.8
Atlanta Consulting Group Advisors
3224
Atlanta Consulting Group Advisors
Georgia
$464M +$175M +60% 0.21% – 141 25.53% 0.2
Tobias Financial Advisors
3225
Tobias Financial Advisors
Florida
$464M +$22.4M +5% 1.44% 44.5% 108 9.26% 1.8